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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

364 hedge funds and large institutions have $2.16B invested in SPDR DoubleLine Total Return Tactical ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 133 increasing their positions, 124 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.62%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.43%
New
58
Increased
133
Reduced
124
Closed
45
Calls
$1.99M
Puts
–
Net Calls
+$1.99M
Net Calls Change
+$1.99M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$19.8M
2
BCI
Brinker Capital Investments
Pennsylvania
$57M
3
Cerity Partners
Cerity Partners
New York
$8.43M
4
Osaic Holdings
Osaic Holdings
Arizona
$140M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$26.2M

Top Sellers

1
FWM
Focused Wealth Management
New York
$1.7M
2
BFG
Bouchey Financial Group
New York
$8.09M
3
VNA
Valley National Advisers
Pennsylvania
$17.8M
4
MFP
Meridian Financial Partners
Virginia
$206K
5
Wells Fargo
Wells Fargo
California
$57.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
226
Merit Financial Group
Georgia
$450K +$450K +9,514 New
GCA
227
Greenwood Capital Associates
South Carolina
$445K -$215K -4,532 -33%
Goldman Sachs
228
Goldman Sachs
New York
$445K +$445K +9,402 New
NB
229
Northwest Bancshares
Pennsylvania
$443K -$149K -3,157 -25%
IFG
230
Investors Financial Group
Minnesota
$430K -$994 -21 -0.2%
BMCM
231
Bryn Mawr Capital Management
Pennsylvania
$422K +$134K +2,824 +46%
MFA
232
Morling Financial Advisors
California
$422K +$422K +8,922 New
TCM
233
Triumph Capital Management
Colorado
$421K +$48.8K +1,031 +13%
EWM
234
EPG Wealth Management
Georgia
$421K +$209K +4,409 +98%
HA
235
Hofer & Associates
California
$420K +$420K +8,880 New
TC
236
Trilogy Capital
California
$408K +$92.5K +1,951 +29%
TFM
237
TFC Financial Management
Massachusetts
$404K – – –
EH
238
Equitable Holdings
New York
$398K +$33.1K +699 +9%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$389K +$389K +8,223 New
FFA
240
Fragasso Financial Advisors
Pennsylvania
$385K -$16K -338 -4%
Renaissance Technologies
241
Renaissance Technologies
New York
$383K +$383K +8,100 New
AAS
242
Avantax Advisory Services
Texas
$375K -$24K -507 -6%
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$373K -$44.1K -933 -11%
Comerica Bank
244
Comerica Bank
Texas
$369K -$55.7K -1,192 -13%
SPL
245
Smart Portfolios LLC
Washington
$369K -$11.7K -248 -3%
LFA
246
Laraway Financial Advisors
Minnesota
$367K +$367K +7,760 New
RCM
247
Raleigh Capital Management
North Carolina
$358K +$358K +7,572 New
BCA
248
Bay Colony Advisors
Massachusetts
$355K – – –
AWM
249
Aries Wealth Management
Maine
$349K -$16.6K -350 -5%
VR
250
Viridian RIA
Washington
$347K +$347K +7,333 New
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